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What is a robo-advisor and is one right for you?

  • Saxo Markets Singapore 88 Market Street, CapitaSpring #31-01 S-048948 Singapore (map)

What is a robo-advisor and is one right for you?

Robo-advisors have exploded in popularity in recent years, both in Asia and Europe. Robo-advisors typically use the same information as a financial advisor – your risk appetite, your investing goals and your time frame, for example – in deciding how and where you should invest. As they’re automated and online, robo-advisors usually offer low maintenance, low costs, easy access and real-time visibility over your long-term investments. 

But not all robos are created equal. While many make similar claims, some are struggling in today’s markets, and Deloitte have identified four distinct generations in the evolution of robo-advisors. Saxo would like to share their views, and hear yours, on robo-advisors.


About the speaker

Edward Tay

Edward Tay is a Senior Sales Professional with Saxo, covering direct business, HNW clients and large corporates in South East Asia. He helps clients with varying degrees of financial knowledge to achieve their long-term financial goals and aspirations, in line with Saxo’s mission to democratise trading and investment.

 

Date & Time
Thursday 25 August 2022, 8.00 - 9.00am.

Venue:
Saxo Markets Singapore
88 Market Street CapitaSpring #31-01
S-048948

Registration & Cost:
The event is free of charge and for DABS members only. Registration is mandatory. Seating is limited and on a first-come, first-served basis.
Kindly note that all participants need to be fully vaccinated against COVID-19.

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